Loading…
Operates the largest network of commercial truck dealerships in the US, selling and servicing Peterbilt and other heavy trucks.
Operates the largest network of commercial truck dealerships in the US, selling and servicing Peterbilt and other heavy trucks.
New and used truck sales bring the volume but swing with the freight cycle, while parts and service, plus leasing and rental, provide steadier income because trucks need maintenance whatever the cycle. Peterbilt is the main franchise it sells, alongside other makers. The founding Rush family still runs the company.
Moat: narrow (scale, distribution, installed base). Largest Peterbilt dealer network in the US with a broad service/parts footprint, though truck sales track freight-cycle demand.
Headquarters: New Braunfels, Texas, United States · Founded: 1965 · Employees: 7,937
Size Rush Enterprises (RUSHA) is a United States Consumer Discretionary company (Specialty Stores) with a market value of $5.54B, the 1113th largest of 3,117 United States companies the cockpit tracks. Shares closed at $76.83 on 6 Nov 2026.
Performance Over six months the shares gained 6.2%, against +3.8% for the median peer and -1.1% for the United States market (cap-weighted) — 10th highest of 21 in its peer set.
Growth Revenue fell 2.6% over the last twelve months (peer median +6.1%); the operating margin is 5.1% (peer median 4.8%).
Valuation It trades at 15.4× forward earnings against a peer median of 12.7× (11th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 8% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -2 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.4 points below its cost of capital (8.5% WACC).
Short interest Short interest is 7.0% of the free float (15 Oct 2026).
Next results Next results expected around 17 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $7.47B | $7.43B | $7.80B | $7.93B | $7.10B |
| Revenue growth | — | -5% | -2% | +12% | — |
| Gross profit | $1.37B | $1.39B | $1.46B | $1.53B | $1.43B |
| EBITDA | $592M | $646M | $703M | $733M | $703M |
| Net income | $277M | $264M | $304M | $347M | $391M |
| Free cash flow | n/a | $573M | $176M | -$80.2M | $42.7M |
| Capital expenditure | n/a | $400M | $433M | $369M | $243M |
| Total debt | $1.47B | $1.44B | $1.73B | $1.81B | $1.44B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Rush Enterprises RUSHA | $5.54B | +6% | -3% | 5% | 15.4× | 7.9% |
| Penske Automotive PAG | $13.9B | +22% | +6% | 3% | 15.2× | 12.6% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | RUSHA | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -3.7% | +8.7% | 4th lowest of 21 |
| 6-month return | +6.2% | +3.8% | 10th highest of 21 |
| Distance from 52-week high | -8.1% | -18.3% | 4th highest of 21 |
| Revenue growth (TTM) | -2.6% | +6.1% | 3rd lowest of 21 |
| Operating margin | 5.1% | 4.8% | 9th highest of 21 |
| Forward P/E | 15.4× | 12.7× | 11th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 7.9% | 1.5% | 5th most demanding of 16 |
| Growth delivered (Del g) | +9.4% | +10.2% | 8th lowest of 16 |
| Hurdle (Req g minus delivered) | -1.6 pp | -11.3 pp | 5th most demanding of 16 |
| ROIC minus cost of capital | -0.4 pp | +3.3 pp | 8th lowest of 21 |
| EV / EBITDA | 11.5× | 9.3× | 7th most expensive of 19 |
| Net debt / EBITDA | 2.1× | 2.7× | 10th least indebted of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Rush Enterprises RUSHA | United States | $5.54B | +6% | -3% | 5% | 15.4× | 7.9% | +9.4% |
| Frasers FRAS.L | United Kingdom | $5.64B | +44% | +8% | 7% | 9.1× | n/a | n/a |
| AutoNation AN | United States | $5.88B | -11% | -2% | 5% | 8.3× | n/a | n/a |
| PriceSmart PSMT | United States | $5.02B | +3% | +12% | 5% | 27.2× | 10.5% | +10.2% |
| Ultrapar Participacoes S.A. Sponsored ADR UGP | United States | $6.12B | -11% | +20% | 5% | 7.0× | -12.6% | +12.2% |
| Kalyan Jewellers India KALYANKJIL.NS | India | $6.47B | +44% | +46% | 6% | 37.6× | n/a | n/a |
| Lithia Motors LAD | United States | $6.68B | +5% | +1% | 4% | 8.0× | n/a | n/a |
| Endeavour EDV.AX | Australia | $4.48B | +10% | +1% | 4% | 21.4× | 14.9% | +1.0% |
| Signet Jewelers SIG | United States | $4.37B | +34% | +1% | 7% | 9.4× | -1.3% | +5.4% |
| Bath & Body Works BBWI | United States | $4.31B | +8% | -2% | 15% | 8.3× | -8.8% | +2.5% |
| Pepco Group BV PCO.WA | Poland | $7.18B | +58% | -42% | 15% | 16.8× | 4.6% | +4.5% |
| CarMax KMX | United States | $7.31B | +28% | +4% | 2% | 15.5× | 17.6% | +6.7% |
| Academy Sports and Outdoors ASO | United States | $4.14B | +24% | +4% | 10% | 9.9× | -1.2% | +1.2% |
| Asbury Automotive ABG | United States | $3.64B | +1% | -1% | 5% | 7.6× | -2.4% | +20.3% |
| MINISO 9896.HK | Hong Kong | $3.34B | -25% | +31% | 13% | 9.9× | 1.5% | +18.5% |
| Murphy USA MUSA | United States | $9.45B | -10% | +20% | 4% | 17.5× | -9.4% | +11.5% |
| Eagers Automotive APE.AX | Australia | $3.18B | -31% | +19% | 4% | 16.5× | 5.9% | +8.3% |
| Warby Parker WRBY | United States | $3.15B | -14% | +11% | 0% | 57.8× | n/a | n/a |
| Sanrio 8136.T | Japan | $9.78B | +33% | +28% | 39% | 22.4× | 1.9% | +36.4% |
| Group 1 Automotive GPI | United States | $3.12B | -27% | -3% | 5% | 7.1× | -6.1% | +16.3% |
| TRIAL Holdings.Inc 141A.T | Japan | $3.12B | +2% | +69% | 2% | 43.1× | 11.0% | +53.9% |